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Welcome to Larson Financial Group, LLC

“True Wealth is all that money cannot buy and all that death cannot take away.”

As trusted counselors Larson Financial Group, LLC partners with goal-oriented families to navigate life transitions, advancing their values, assets and legacy. 

We help our clients identify where they want to go, offer advice on how to get there, and help them maintain a disciplined strategy to work towards their dreams.

We provide comprehensive financial planning and asset management services for individuals, families and non-profit organizations.

Our services include hourly consultation, comprehensive planning and fee-based investment management.

Where do we begin?  Give us a call to arrange a complementary conversation with Bill Larson - either by phone or in our office.

When you contact us during business hours your call will be answered by a knowledgeable person trained to help find answers, set an appointment and address any concern.  Our office is on the 5th floor of the West Seattle Corporate Center located at the corner of Delridge Way SW and SW Andover Street.

Helpful Content

Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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